EY
Financial Services-Wealth and Asset Management - Tax Senior-EDGE client aligned
EY, Chicago, Illinois, United States, 60290
Overview
Location: Anywhere in country. At EY, we’re all in to shape your future with confidence. We’ll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help to build a better working world. EY is a leader in serving the global financial services marketplace and the only professional services firm with a separate business unit dedicated to the financial services industry – the Financial Services Organization (FSO). Our purpose is to help build a financial services industry in which financial institutions are trusted and flourish, and the global economy is healthy, growing, and secure. If you have a passion for rallying together to solve complex challenges, then come join our dynamic FSO team! Our Financial Services EY EDGE practice provides dedicated tax technical services to both US and global clients. EDGE stands for Exceptional Delivery and Growth Engine because this team operates in a technical environment with deep process and service delivery experience that distinguishes EY in the marketplace.
Your Opportunity
EY's FSO EDGE Wealth and Asset Management (WAM) practice provides comprehensive and specialized tax assistance tailored to the unique needs of the asset management industry. You will work alongside our practice office professionals who are knowledgeable with angles of hedge fund, private equity fund and mutual fund taxation, including fund and organizational structuring, tax minimization planning, on-call advice, and tax compliance.
Responsibilities
Senior analyst in FSO EDGE WAM delivering tax compliance and consulting work for clients. Work alongside practice office professionals to serve clients based on time demands as one team. Provide compliance and consulting delivery services to meet deadlines for client deliverables. Prepare or detail review of complex financial closings, tax compliance filings and other tax-related tasks. Compile and evaluate moderately complex data, computations, documentation and various tax and accounting technologies. Ensure service quality across identified delivery aspects and understand opportunity risk in relation to the Scope of Services. Develop, document, and gain cross-functional alignment on processes to support internal teams. Demonstrate deep technical excellence in offerings and broaden skills across capabilities. Maintain internal network by providing technical assistance within EY in area of expertise. Provide professional direction and day-to-day supervision to staff members. Review and evaluate the work of staff to ensure accuracy, completeness, and compliance with tax laws and regulations. Provide effective leadership, feedback, and coaching to staff.
Skills And Attributes For Success
Experience identifying tax-related issues and developing recommended solutions via research or position development. Experience interacting with clients regularly in service delivery. Experience managing team members delivering tax consulting and compliance projects for clients. Demonstrate independent judgment to identify issues and opportunities for tax planning and provide recommendations. Ability to break down tax projects into components, analyze information, and formulate client-centric solutions compliant with laws. Ability to manage multiple work assignments and deadlines. High level of professional ethics and integrity when handling sensitive client information.
To qualify for the role you must have
Bachelor’s degree in Accounting, Finance, Business Administration, Tax, Law, or Economics Minimum of 2-3 years of relevant tax experience or equivalent experience in financial services Broad exposure to federal income taxation and exposure to state and local tax Excellent teaming, leadership, organizational, and verbal/written communication skills
Ideally, you'll also have
Familiarity with the financial services industry Certified Public Accountant (CPA), Enrolled Agent (EA) or licensed attorney
What We Look For
We’re interested in tax professionals with a genuine interest in providing outstanding services to some of the world’s most influential people. Working with people from all backgrounds, you’ll use your experience and status as a trusted advisor to maintain and further our reputation for excellence.
What We Offer You
At EY, we’ll develop you with future-focused skills and equip you with world-class experiences. We’ll empower you in a flexible environment, and fuel you and your extraordinary talents in a diverse and inclusive culture of globally connected teams. We offer a comprehensive compensation and benefits package with a base salary range dependent on geography; Total Rewards includes medical and dental coverage, pension and 401(k), and paid time off options. Join us in our team-led and leader-enabled hybrid model. Most client-serving roles are expected to work in person 40-60% of the time over an engagement, project, or year. Flexible vacation policy with time off for holidays, personal/family care, and other leaves as needed.
Are you ready to shape your future with confidence? Apply today. EY accepts applications on an ongoing basis. For those living in California, please click here for additional information. EY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities.
EY | Building a better working world. EY is building a better working world by creating new value for clients, people, society and the planet, while building trust in capital markets. Enabled by data, AI and advanced technology, EY teams help clients shape the future with confidence and develop answers for today and tomorrow. EY teams work across assurance, consulting, tax, strategy and transactions in more than 150 countries and territories. EY provides equal employment opportunities without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, pregnancy, genetic information, national origin, protected veteran status, disability, or any other legally protected basis. EY is committed to reasonable accommodation for qualified individuals with disabilities, including veterans with disabilities. If you need accommodation during the application process, please contact EY’s Talent Shared Services Team.
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Location: Anywhere in country. At EY, we’re all in to shape your future with confidence. We’ll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help to build a better working world. EY is a leader in serving the global financial services marketplace and the only professional services firm with a separate business unit dedicated to the financial services industry – the Financial Services Organization (FSO). Our purpose is to help build a financial services industry in which financial institutions are trusted and flourish, and the global economy is healthy, growing, and secure. If you have a passion for rallying together to solve complex challenges, then come join our dynamic FSO team! Our Financial Services EY EDGE practice provides dedicated tax technical services to both US and global clients. EDGE stands for Exceptional Delivery and Growth Engine because this team operates in a technical environment with deep process and service delivery experience that distinguishes EY in the marketplace.
Your Opportunity
EY's FSO EDGE Wealth and Asset Management (WAM) practice provides comprehensive and specialized tax assistance tailored to the unique needs of the asset management industry. You will work alongside our practice office professionals who are knowledgeable with angles of hedge fund, private equity fund and mutual fund taxation, including fund and organizational structuring, tax minimization planning, on-call advice, and tax compliance.
Responsibilities
Senior analyst in FSO EDGE WAM delivering tax compliance and consulting work for clients. Work alongside practice office professionals to serve clients based on time demands as one team. Provide compliance and consulting delivery services to meet deadlines for client deliverables. Prepare or detail review of complex financial closings, tax compliance filings and other tax-related tasks. Compile and evaluate moderately complex data, computations, documentation and various tax and accounting technologies. Ensure service quality across identified delivery aspects and understand opportunity risk in relation to the Scope of Services. Develop, document, and gain cross-functional alignment on processes to support internal teams. Demonstrate deep technical excellence in offerings and broaden skills across capabilities. Maintain internal network by providing technical assistance within EY in area of expertise. Provide professional direction and day-to-day supervision to staff members. Review and evaluate the work of staff to ensure accuracy, completeness, and compliance with tax laws and regulations. Provide effective leadership, feedback, and coaching to staff.
Skills And Attributes For Success
Experience identifying tax-related issues and developing recommended solutions via research or position development. Experience interacting with clients regularly in service delivery. Experience managing team members delivering tax consulting and compliance projects for clients. Demonstrate independent judgment to identify issues and opportunities for tax planning and provide recommendations. Ability to break down tax projects into components, analyze information, and formulate client-centric solutions compliant with laws. Ability to manage multiple work assignments and deadlines. High level of professional ethics and integrity when handling sensitive client information.
To qualify for the role you must have
Bachelor’s degree in Accounting, Finance, Business Administration, Tax, Law, or Economics Minimum of 2-3 years of relevant tax experience or equivalent experience in financial services Broad exposure to federal income taxation and exposure to state and local tax Excellent teaming, leadership, organizational, and verbal/written communication skills
Ideally, you'll also have
Familiarity with the financial services industry Certified Public Accountant (CPA), Enrolled Agent (EA) or licensed attorney
What We Look For
We’re interested in tax professionals with a genuine interest in providing outstanding services to some of the world’s most influential people. Working with people from all backgrounds, you’ll use your experience and status as a trusted advisor to maintain and further our reputation for excellence.
What We Offer You
At EY, we’ll develop you with future-focused skills and equip you with world-class experiences. We’ll empower you in a flexible environment, and fuel you and your extraordinary talents in a diverse and inclusive culture of globally connected teams. We offer a comprehensive compensation and benefits package with a base salary range dependent on geography; Total Rewards includes medical and dental coverage, pension and 401(k), and paid time off options. Join us in our team-led and leader-enabled hybrid model. Most client-serving roles are expected to work in person 40-60% of the time over an engagement, project, or year. Flexible vacation policy with time off for holidays, personal/family care, and other leaves as needed.
Are you ready to shape your future with confidence? Apply today. EY accepts applications on an ongoing basis. For those living in California, please click here for additional information. EY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities.
EY | Building a better working world. EY is building a better working world by creating new value for clients, people, society and the planet, while building trust in capital markets. Enabled by data, AI and advanced technology, EY teams help clients shape the future with confidence and develop answers for today and tomorrow. EY teams work across assurance, consulting, tax, strategy and transactions in more than 150 countries and territories. EY provides equal employment opportunities without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, pregnancy, genetic information, national origin, protected veteran status, disability, or any other legally protected basis. EY is committed to reasonable accommodation for qualified individuals with disabilities, including veterans with disabilities. If you need accommodation during the application process, please contact EY’s Talent Shared Services Team.
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